Matthew Kutcher has over 30 years of portfolio management experience. As a native of Long Island, New York, he started his career on the institutional trading desk at J.P. Morgan in New York City before moving into a private banking role, serving the needs of high-net-worth families.

After moving to Palm Beach, Matthew expanded his role and is currently a senior member of a team of six that oversees over $2 billion in assets.* As a CERTIFIED FINANCIAL PLANNER® professional, he focuses his time on advising clients on both sides of their balance sheet, with a specialization in portfolio and risk management. His team also focuses on tax, estate, and philanthropic planning strategies.

Matthew is a lifelong student of the markets. He has a deep understanding of equity and fixed-income markets with a particular focus on discretionary portfolios. Known for his approachable style, he enjoys working with individuals to help find solutions for their business and family needs.

Matthew holds a bachelor's degree in economics from Hofstra University and an MBA from University of Miami.

Matthew currently resides with his wife, Shayna, in Delray Beach, Florida and is the father of three children. In Matthew’s free time, he enjoys golfing and skiing, and he focuses on overall health and wellness. Matthew has a drive to mentor the next generation of finance professionals and aspires to be an adjunct professor in the future.

Passion for working with clients is equaled by his dedication to philanthropic endeavors as Matthew serves as a board member for the Jewish Federation of South Palm Beach County. In addition, Matthew is involved with several non-profit agencies that focus on improving the lives of at-risk youth.

David Wells is a financial consultant with Wells Fargo Advisors in the southeast division located in Palm Beach, Florida. As a financial consultant, David coordinates with our affiliates in our banking, lending and trust product teams, thus delivering the entirety of Wells Fargo to the firm’s most sophisticated client families. An integral part of the relationship team, he starts by understanding a clients’ unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo Advisors to offer a full set of solutions that help achieve those goals.

Prior to joining Wells Fargo Advisors, David had been a Lead Wealth Management Banker for Wells Fargo Wealth & Investment Management. Prior to that David worked at Citi Private Bank for 22 years, where he was a Private Banker. In those years he worked in their Law Firm Group and later in Citi Private Bank’s High Net Worth Group assisting his clients reach their financial goals. He has worked in the financial services industry for more than 30 years.

David earned a Bachelor of Science degree from Florida State University where he studied Business Finance.

David is a native Floridian, residing in the city of Stuart with his wife and their two children.  An avid fisherman and diver, he enjoys sharing the wonder of the great outdoors with his family. He is a member of the Forum Club of the Palm Beaches.

Deanna Fonger is a private wealth senior registered client associate with Wells Fargo Advisors, located in the Palm Beach, Florida office. She has served in the financial services industry for nearly twenty years. Prior to joining Wells Fargo Advisors, Deanna worked for Abbot Downing and The Private Bank providing client service for ultra-high net worth clients and family offices in the Southeast.

In her current role, Deanna is responsible for leading the client associate team and providing administrative, operational, and technical support for her clients and team. She prides herself on her exceptional level of client service and ability to build long lasting client relationships.

Graduating summa cum laude from Palm Beach Atlantic University, Deanna earned her bachelor’s degree in organizational management with a concentration in human resources. She proudly serves as a volunteer for Healthy Mothers Healthy Babies Coalition of Palm Beach County and is actively engaged in local community outreach.

Deanna makes her home with her family in Loxahatchee, Florida although originally from Upstate New York. She enjoys all the great outdoors has to offer.

Megan Powers is a private wealth client associate with Wells Fargo Advisors in the Palm Beach, Florida office. She recently joined Wells Fargo Advisors to pursue her passion for helping clients achieve their financial goals by providing exceptional administrative, operational, and technical support for clients and her team. Megan prides herself on strong communication skills, and her ability to build lasting relationships with clients and colleagues.

Megan graduated from Florida State University with degrees in finance and marketing, where she developed a solid foundation in the financial services industry.

Originally from Stuart, Florida she grew up enjoying life on the water and has a passion for fishing and outdoor activities. Her experiences have shaped her appreciation for discipline and dedication, qualities she brings to her work.

Now based in West Palm Beach, Megan is excited to serve clients and contribute to the success of her team while continuing to appreciate Florida’s coastal lifestyle.

Chris Clark is a private wealth advisor located in the Carolina
West Market of Wells Fargo Bank. He works with high-networth
clients across the Southeast Division, focusing on wealth
planning and cultivating long-term relationships to help enhance
the clients' financial well-being. Chris helps clients manage their
wealth by first understanding their unique individual goals, then
coordinating a team of specialists to develop and implement
tailored, comprehensive wealth strategies to accomplish those
goals. He considers himself an essential member of each client's
advisory team, providing guidance and support every step of the
way.

With more than 23 years of experience in the financial services
industry, Chris is committed to working closely with a select
group of clients, delivering a highly personalized experience that
helps align their goals across generations. At Wells Fargo Bank, a
strong client-first philosophy is supported by structured
approaches that integrate both the art and science aspects of
the wealth management journey.

Chris earned his Bachelor of Science in Sports Management from
Coker College and has completed continuing education through
the ABA (American Bankers Association) Stonier Graduate
School of Banking from the Wharton School of Business at the
University of Pennsylvania. He currently holds the Certified Exit
Planning Advisor (CEPA) designation.

Chris resides in South Carolina with his wife and together they
have two adult children. In his leisure time, Chris enjoys playing
golf, reading, and spending quality time with his family.

Bob Petix is a senior wealth strategist with Wells Fargo Bank
Wealth & Investment Management located in the Southeast
Florida Market. Bob is part of a team that works locally with high
and ultra-high net worth clients by collaborating with their
advisors to review, develop, and consult on wealth transfer
planning, taking into consideration tax efficiency, family legacy,
philanthropy, business succession, asset protection, and other
factors. Specifically, Bob works with advisors and their clients to
understand each client’s goals and objectives. He reviews and
analyzes the current wealth plan and helps to identify additional
strategies or adjustments to existing plans that can help
improve the likelihood of achieving the client’s overall goals.

Prior to joining Wells Fargo Bank, Bob practiced law for more
than two decades in the area of Trusts & Estates. He was a
partner at a large law firm located in New England before
coming to Wells Fargo Bank. Bob has approximately 7 years of
experience in financial services.

Bob earned a Bachelor of Arts in English literature from
Columbia University. He also earned his Juris Doctor (not
currently practicing) from the University of Georgia School of
Law, graduating Magna Cum Laude.

With over 20 years of financial advisory experience, Mahesh Rao is a business owner advisory strategist with Wells Fargo. Mahesh is part of a national Business Owner Advisory team dedicated to advising and preparing business owners for a successful ownership transition through comprehensive evaluation of their available options. Mahesh offers in-depth insight and advice based on his 13 years of investment banking experience.

Mahesh spent 4 years in business valuation and management of closely-held business interests in trusts and estates. He then spent time in Wells Fargo’s Corporate and Investment Bank, and later in Business Sales & Advisory, where he was a managing director responsible for helping business owners sell their privately held companies.

Mahesh earned a Master of Business Administration from Duke University’s Fuqua School of Business, as well as undergraduate and graduate degrees in Aerospace Engineering from N.C. State University. Mahesh has been awarded the Certified Exit Planning Advisor (CEPA) designation, the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of North Carolina.

He resides in Charlotte, North Carolina where he enjoys spending time with his wife and two daughters who share his love of travel.